Engevik Saleski Group

Engevik Saleski Group Senior Wealth Advisory Team
IG Wealth Management Inc. Executive Financial Consultants
IG Wealth Management Inc. Mutual Fund Division

Yesterday, the Engevik Saleski Group was proud to participate in the IG Wealth Management Walk for Alzheimer’s in Kelown...
06/01/2026

Yesterday, the Engevik Saleski Group was proud to participate in the IG Wealth Management Walk for Alzheimer’s in Kelowna.

We spent the morning supporting an organization that provides invaluable resources to individuals and families affected by Alzheimer’s and dementia.

As financial advisors, we’re fortunate to work closely with families through every stage of life. We’ve seen firsthand the profound impact that cognitive decline can have, not only on those diagnosed, but on their loved ones as well.

Today’s walk was a reminder that strong communities are built when people come together to support one another. Thank you to everyone who volunteered, donated, participated, and helped raise awareness for this important cause.

Proud to be part of a community that shows up.

EngevikSaleskiGroup GivingBack

As we gather with loved ones and reflect on the year, I’m reminded that true wealth isn’t just measured in numbers—it’s ...
10/13/2025

As we gather with loved ones and reflect on the year, I’m reminded that true wealth isn’t just measured in numbers—it’s found in the relationships we build, the goals we help achieve, and the peace of mind we bring to others.

This Thanksgiving, I’m especially grateful for the trust my clients place in me. Whether it’s navigating retirement, optimizing tax strategies, or building a legacy for future generations, it’s an honor to walk alongside you in your financial journey.

To my colleagues, partners, and clients—thank you for making this work so meaningful.

Wishing you a season filled with warmth, connection, and clarity.

Happy Thanksgiving!

💡 Why Maximizing Your Employer Defined Contribution Plan is One of the Smartest Financial Moves You Can MakeMany Canadia...
10/04/2025

💡 Why Maximizing Your Employer Defined Contribution Plan is One of the Smartest Financial Moves You Can Make

Many Canadians leave money on the table every year by not fully taking advantage of their employer’s defined contribution (DC) pension plan. If your employer matches your contributions—even partially—that’s an instant, guaranteed return on your money.

✅ Example:
One professional I worked with earned $200,000/year. Their employer matched contributions up to 8% of salary, but they were only contributing 2%. Once we adjusted their plan and bumped contributions to the full 8%, the benefits were immediate:
• Their own contribution: $16,000/year
• Employer match: another $16,000/year — free money!
• Total added to retirement savings: $32,000/year
• Over 20 years (assuming a 6% annual return), that extra match grows to $1.17M+ of additional wealth.

That’s the power of maximizing your plan—it’s not just your money at work, but also your employer’s contributions compounding for decades.

👉 If you’re not sure how much you should be contributing—or how it fits into your broader retirement strategy—it’s worth a conversation. Small changes today can lead to life-changing results down the road. Learn more ➡️ www.engeviksaleskigroup.com

🔑 Don’t leave free money on the table.

09/28/2025

🧭 Approaching Retirement? Here’s How to Plan Smarter, Not Harder

If you’re within 5–10 years of retirement, now is the time to shift from accumulation to preservation. Financial planning in this phase isn’t just about saving more—it’s about making strategic moves to protect your future lifestyle.

Here are a few key strategies every pre-retiree should consider:

💡 1. Revisit Your Retirement Income Plan
Don’t just guess—map out your income sources (pensions, RRSPs, TFSAs, non-registered accounts) and estimate your monthly cash flow. Consider when to draw CPP/OAS and how to optimize withdrawals for tax efficiency.

🛡️ 2. Stress-Test Your Portfolio
Can your investments weather a market downturn right before retirement? Now’s the time to assess risk exposure and rebalance toward more stable, income-generating assets—without sacrificing growth.

📉 3. Minimize Taxes in Retirement
Strategic RRSP withdrawals, pension income splitting, and TFSA contributions can significantly reduce your tax bill. A well-planned decumulation strategy can make your money last longer.

🏥 4. Plan for Healthcare Costs
Don’t overlook long-term care and medical expenses. Consider insurance options and build a buffer into your retirement budget for unexpected health-related costs.

🔐 5. Update Your Estate Plan
Wills, powers of attorney, and beneficiary designations should reflect your current wishes. It’s not just about wealth transfer—it’s about peace of mind.

Retirement isn’t a finish line—it’s a new beginning. Let’s make sure you’re ready to enjoy it with confidence.

💬 What’s one financial move you’ve made recently to prepare for retirement?

Why Smart Investors Think About Taxes Before They InvestIn investing, it’s not just what you make — it’s what you keep.T...
08/28/2025

Why Smart Investors Think About Taxes Before They Invest

In investing, it’s not just what you make — it’s what you keep.

Tax-efficient strategies can help you grow your portfolio and minimize the drag of unnecessary taxes.

✅ Asset Location Matters – Place tax-inefficient investments (like bonds or REITs) in registered or tax-advantaged accounts, while keeping tax-efficient assets (like broad equity ETFs) in taxable accounts.
✅ Leverage Tax-Advantaged Accounts – Contribute to RRSPs, TFSAs, or other available retirement/savings plans to shelter growth.
✅ Harvest Losses Strategically – Offset capital gains with capital losses to reduce your tax bill.
✅ Hold for the Long Term – Preferential tax treatment on long-term gains can mean more money compounding for you.

The goal isn’t to avoid taxes — it’s to align your investment approach with the tax rules so you can build wealth more efficiently.

Schedule a meeting with our team to learn more www.engeviksaleskigroup.com

Address

600-1631 Dickson Avenue
Kelowna, BC
V1Y9X1

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Engevik Saleski Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Engevik Saleski Group:

Shortcuts

Featured

Share

Category